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Having an estate plan allows you to provide instructions regarding how you want your estate, assets, and final affairs to be managed or settled upon your death or sudden incapacitation. However, before you start drafting your plan, you need to carefully understand the estate planning process and consider your possible options. A practiced Ohio estate planning attorney can help you…
The elderly and those unable to care for themselves are among the most vulnerable in our society. Sadly, unscrupulous individuals may exert undue influence to take advantage of their vulnerabilities. This can include encouraging changes to estate plan documents. With help from StachlerHarmon in Dayton, you can take legal action against undue influence. Understanding Undue Influence Undue influence occurs when…
Although one of the goals of a will is preventing disputes, wills that were executed fraudulently or incorrectly can be subject to a will contest. At StachlerHarmon, our attorneys have extensive experience representing both fiduciaries and beneficiaries in will contests. Are There Grounds To Challenge The Will In Your Case? A beneficiary who wishes to contest a will must have…
Assuming responsibility for another person’s financial affairs, trust or estate is no small matter. Disputes over an executor’s or trustee’s actions often involve very complex issues. The attorneys at StachlerHarmon are committed to solving complex disputes efficiently and effectively. What Type of Breach of Duty Is at Issue in Our Case? Breach of fiduciary duty is a serious matter. Some…
Families often fight. Sometimes that’s unavoidable, sometimes not. Either way, however, if a probate or estate issue is involved, it’s a sensitive situation — and one for which you need skilled legal counsel. At StachlerHarmon, our Ohio law firm provides effective legal guidance to families and fiduciaries throughout the probate process. This includes strong advocacy in any litigation that may…
If you are starting to think about the end of your lifetime and the legacy that you would like to leave, it’s probably time to create a will. Many people wait too late before making their wishes formally known, and this can mean that they are never fulfilled, causing the loved ones that they left behind to experience great distress.…
When planning your estate, it’s likely that you have reflected on the legacy that you will leave behind after you pass away. While it’s likely that you will want to leave a large portion of the estate to immediate family members, you may also have a charity that is close to your heart. Leaving a portion of your estate to…
When you experience the loss of a loved one, the grief can be indescribable. It’s likely that your view of the world will change, and you may not recognize yourself for some time. While it’s possible to regain your sense of self and come through the grief process a stronger person, it’s also possible that tensions may arise between you…
When thinking about your legacy, you may come to the conclusion that your own children have already established themselves financially and would not benefit greatly from inheriting a portion of your estate. Your grandchildren, however, may still be in education or not yet able to purchase their own home. Therefore, you may wish to leave your estate to your grandchildren,…
If you have recently lost a loved one and they died with significant amounts of debt, you may be feeling worried and concerned about how these debts will be dealt with. You may fear that you will inherit these debts in the same way as you would inherit assets. The truth is that debts are not treated in the same…